Client Accounting Services Manager Job at Davis & Hodgdon Associates

Client Accounting Services Manager

abip is a full-service public accounting firm serving closely held and middle-ma...

Location

United States , San Antonio

Salary:

Not provided

abip CPAs & Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting, finance, or related field required
6+ years of progressive accounting experience, including at least 2 years in a supervisory or client management role
prior public accounting experience required
outsourced client accounting or controllership experience highly valued
CPA license strongly preferred
in-depth knowledge of GAAP, financial reporting, and accounting best practices
proficiency in cloud-based accounting systems and integrated financial applications
strong analytical, problem-solving, and advisory skills
excellent communication and relationship management abilities
proven leadership experience in managing teams and multiple client engagements simultaneously

Job Responsibility

Manage a portfolio of CAS clients, overseeing all aspects of outsourced accounting and financial reporting engagements
lead month-end and year-end close processes, ensuring accuracy, timeliness, and compliance with GAAP or other applicable frameworks
review and analyze financial statements, management reports, and KPIs, providing actionable insights to clients
serve as the primary client contact, maintaining strong relationships and delivering responsive, proactive communication
advise clients on accounting process improvements, system implementations, and internal control enhancements
oversee, mentor, and review work prepared by seniors, staff accountants, and offshore team members
coordinate with tax, assurance, and advisory teams to ensure cohesive client service and timely deliverables
stay current on emerging accounting technologies, helping clients adopt efficient cloud-based platforms and automation tools (e.g., QuickBooks Online, Sage Intacct, Bill.com)
support business development by identifying client needs, preparing proposals, and participating in firm growth initiatives

What we offer

competitive compensation
benefits
hybrid work options
professional development and advancement opportunities

Fulltime

Client Accounting Services Manager

The CAS Manager will be responsible for account reconciliations, preparing finan...

Location

United States , Houston

Salary:

Not provided

abip CPAs & Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or finance
At least 8 (eight) years of accounting experience
Prior public accounting experience required
Prior supervisory/management experience
Strong knowledge of accounting principles and practices
Experience in using accounting software such as QuickBooks, Xero, or Sage
Experience in managing client billing and payments, and preparing financial statements
Proficiency in Excel
Excellent customer follow-up and communication skills
Ability to work independently, while also being a strong team player

Job Responsibility

Perform account reconciliations and prepare financial statements
Managing client billing and payments
Manage client engagements, delivering high-quality assurance and advisory services
Communicate with clients to understand their needs
Manage the proposal, engagement, onboarding & assignment process of new clients
Initiate, develop, and maintain client & associate relationships
Catch up & clean-up of outdated or incomplete accounting books
Provide a broad range of accounting support and bookkeeping services to various clients
Completing and reviewing of month-end work
Preparing and reviewing monthly, quarterly, and annual multi-state payroll tax returns (940/944/941/SUI)

Fulltime

Client Accounting Services Manager

The CAS Manager will be responsible for account reconciliations, preparing finan...

Location

United States , San Antonio

Salary:

Not provided

abip CPAs & Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or finance
At least 8 (eight) years of accounting experience
Prior public accounting experience required
Prior supervisory/management experience
Strong knowledge of accounting principles and practices
Experience in using accounting software such as QuickBooks, Xero, or Sage
Experience in managing client billing and payments, and preparing financial statements
Proficiency in Excel
Excellent customer follow-up and communication skills
Ability to work independently, while also being a strong team player

Job Responsibility

Perform account reconciliations and prepare financial statements
Managing client billing and payments
Manage client engagements, delivering high-quality assurance and advisory services
Communicate with clients to understand their needs
Manage the proposal, engagement, onboarding & assignment process of new clients
Initiate, develop, and maintain client & associate relationships
Catch up & clean-up of outdated or incomplete accounting books
Provide a broad range of accounting support and bookkeeping services to various clients
Completing and reviewing of month-end work
Preparing and reviewing monthly, quarterly, and annual multi-state payroll tax returns (940/944/941/SUI)

Fulltime

Accounting Manager / Client Services Manager

We are seeking an experienced Accounting Manager / Client Services Manager to ta...

Location

United States , Wyomissing

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience managing business and individual client accounting and tax engagements
Strong knowledge of bookkeeping, financial statement review, and tax compliance
Prior experience supervising or mentoring accounting staff
Excellent organizational, communication, and client relationship skills
Professional demeanor and commitment to client service excellence

Job Responsibility

Serve as the primary point of contact for assigned clients, maintaining meaningful monthly communication and documenting interactions
Review monthly financial statements promptly to ensure accuracy, compliance, and timely delivery
Provide ongoing consulting, accounting guidance, and proactive tax planning based on client needs
Monitor client profitability monthly and collaborate with firm leadership on fee adjustments
Visit client locations annually to strengthen relationships and understand operations
Manage preparation and review of business and individual tax returns for assigned clients
Oversee year‑end tax planning, quarterly tax estimates, and reasonable compensation analysis
Coordinate tax return production, maintain organized tax files, and manage deadlines
Handle tax questions and correspondence with federal, state, and local taxing authorities
Supervise, train, and support bookkeepers, including hiring and performance management

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Client Accounting and Advisory Services Manager

We have an opportunity for a full-time Client Accounting and Advisory Services (...

Location

United States , Grand Rapids

Salary:

Not provided

H&S Companies, CPAs & Business Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or related field
Actively licensed CPA or EA
3+ years’ experience in a public accounting environment
5+ years’ experience of industry experience
Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop) is preferred, but not required

Job Responsibility

Execute monthly close procedures and deliverables to clients based on the accrual basis of accounting
Prepare various financial statements, including consolidated income statements, balance sheets and statement of cash flows
Calculate, interpret, and communicate KPIs from clients’ financial statements, identifying positive and constructive trends
Plan and manage basic engagements, including on-boarding and client delivery phases
Lead and manage other team members, including mentoring in professional development, guiding and teaching through technical challenges, and maintaining our firm’s core values
Seek to identify new advisory opportunities and propose additional services to existing clients
Support drafting proposals and other documents explaining proposed solutions for clients
Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
Support special project requests from clients, including but not limited to cost studies, breakeven analysis, budget preparation, cash flow projections and other services

Fulltime

New

Senior Accounting Services Manager

The Senior Accounting Services Manager is the most senior operating leader withi...

Location

United States , Chicago

Salary:

160000.00 - 165000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

A Bachelor’s degree in Accounting, Finance, or a related field is required
A Master’s degree or CPA certification is strongly preferred
10+ years of progressive accounting experience
4–6 years in a management or senior leadership role
public accounting or outsourced accounting services background required
Experience in acquisition integration or high-growth firm environments is a meaningful differentiator

Job Responsibility

Practice Strategy & Leadership: Provide strategic and operational leadership across the full Accounting Services practice, including oversight of all client engagements, team performance, service delivery standards, and practice-wide quality
Team Management: Lead, develop, and retain a multi-tiered team of managers, supervisors, senior associates, and associates
build a high-performance culture anchored in accountability, client focus, and continuous improvement
Client Portfolio Oversight: Maintain ultimate accountability for the quality and satisfaction of client relationships across the practice
serve as the firm’s senior escalation point for complex client accounting issues and engagement challenges
Standards & Process Ownership: Establish and own firm-wide standards and workflows for bookkeeping, financial reporting, client communication, onboarding, and quality review processes
Acquisition Integration: Drive integration of acquired firms’ accounting services practices into the company model, including onboarding acquired clients, transitioning staff, and standardizing workflows
Cross-Practice Collaboration: Partner with the tax and advisory practices to ensure seamless, coordinated service delivery and integrated client experiences
Technology & Automation: Evaluate and implement technology solutions—practice management platforms, cloud accounting tools, workflow automation—that increase team capacity and improve output quality at scale
Business Development: Partner with firm leadership to define service offerings, scope new client engagements, and support firm growth initiatives

What we offer

medical
vision
dental
life insurance
disability insurance
bonus
401(k) plan

Fulltime

Client Services Manager

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
Strong understanding of investment and wealth management operations
Exceptional client service, communication, and relationship management skills
Ability to thrive in a fast-paced, evolving environment with significant autonomy
High level of professionalism, discretion, and attention to detail
Entrepreneurial mindset with a desire to grow into future leadership opportunities
Comfortable leveraging technology to manage complex client relationships, reporting, and workflows
experience with Salesforce, Addepar, and related wealth management platforms is a plus
Advanced Excel skills and strong overall technical proficiency

Job Responsibility

Serve as a key relationship manager and trusted point of contact for client families
Coordinate client onboarding, account setup, and ongoing service needs
Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
Manage client reporting, financial administration, and time-sensitive transactions
Coordinate with tax professionals, advisors, and family office stakeholders
Maintain compliance, KYC, CRM, and document management processes
Help improve workflows and contribute to operational efficiencies and technology initiatives

Client Services Manager

Location

India

Salary:

Not provided

Intentwise

Expiration Date

Until further notice

Requirements

5+ years of hands-on experience managing Amazon Advertising accounts and client relationships
Strong knowledge of Amazon Advertising, including Sponsored Ads, DSP, AMC & Amazon advertising best practices
Proven ability to analyze performance data, identify trends, and translate insights into actionable recommendations
Strong understanding of key Amazon metrics and concepts, search term analysis, ranking strategies, and campaign optimization
Excellent written and verbal communication skills, with the ability to present performance insights and strategic recommendations to clients
Proficiency with Amazon Ads Console, Seller Central, Brand Analytics, Excel, and other reporting tools
Strong organizational, problem-solving, and time-management skills with the ability to manage multiple clients and priorities simultaneously
Collaborative, customer-focused mindset with the ability to build relationships, understand client goals, and work effectively across cross-functional teams
Exposure to multiple marketplaces (US, UK, EU, CA, etc.) and other retail media platforms
Experience with other advertising and analytics platforms such as Helium 10 or similar tools

Job Responsibility

Manage and grow client relationships by serving as the primary point of contact and trusted advisor
Develop and execute advertising strategies aligned with client business goals and growth objectives
Oversee campaign performance across Amazon Advertising products and provide actionable recommendations
Conduct regular business reviews, performance reporting, and strategic planning sessions with clients
Analyze account performance, identify optimization opportunities, and drive continuous improvement
Collaborate with internal teams to ensure seamless execution, issue resolution, and delivery of client objectives
Stay current with Amazon advertising trends, new features, and industry best practices to provide proactive guidance
Identify opportunities for account growth, marketplace expansion, and additional service adoption while ensuring high client satisfaction and retention.

What we offer

The opportunity to work with cutting-edge commerce data, analytics, and AI technologies
Exposure to leading brands, agencies, and retail media programs
A collaborative, innovative, and learning-focused culture
The ability to influence product strategy and customer success at a rapidly growing company
Competitive compensation, benefits, and growth opportunities.

Fulltime

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Client Accounting Services Manager

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